See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $49,915-65.7% | $154,803-89.0% | $74,304-77.0% |
| Participation rate | 43.2% | 54.0%-10.8pp | 78.1%-34.9pp | 60.3%-17.2pp |
| Annual return | 13.54% | 34.06%-20.5pp | 58.88%-45.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $224 | $1,611-86.1% | $4,305-94.8% | $2,241-90.0% |
| Participant deferral / active EE | $791 | $2,255-64.9% | $5,540-85.7% | $3,767-79.0% |
| Admin fee / account holder | $1,136 | $2,189-48.1% | $14,329-92.1% | $2,969-61.8% |